Retiring Accountant - Accountancy Practices Buyers South West and Wales - Page 4

Accountancy Practices Buyers South West

Page 4 of 12

Up front budget: £300,000

Current turn over circa: £2,200,000

Cash offer: Up to 1.4x GRF

Established since: 1975

Locations: Warwickshire

Locations: Coventry

Additional Notes:
- My client, a very successful practice of over 40 years is coming to the market with the view to acquire a practice or block of fees and is prepared to pay a premium for the right business in Coventry and surrounding areas.
- The firm boasts very high client retention and enjoys strong year on year organic growth from a high level of client referrals.
- Highly capable and well structured team made up of CTA, ATT, ICAEW and ACCA qualified staff members.
- The firm caters a very high percentage of limited companies and owner managed businesses and specialises in providing strategic tax planning and business growth advice.
- My client is happy to consider retaining staff members and premises and eager to provide a flexible handover period to suit the retiring owner.

For more information please call 01765 698 699 and quote the reference number 178923

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Up front budget: £100,000

Current turn over circa: £500,000

Cash offer: Up to 5x EBITDA

Established since: 2016

Locations: South Glamorgan

Additional Notes: - Highly successful business advisory and value adding firm with CIMA and Chartered qualified accountants
- Looking for either a block of fees or practice as part of their ongoing growth plans.
- Finance and backing in place
- A multi-skilled and experienced firm providing a vast array of business support, business advisory, commercial finance, outsourced FD, Management accounting, Bookkeeping, Payroll, Auto enrolment and accountancy and tax services.
- The practice provides a trusted and capable outsourced FD service for a number of companies the principal has overseen a number of acquisitions for clients in addition to facilitating franchise models and taking businesses to IPO.
- Client service is bespoke to client needs incorporating both face to face service in addition to the integration of the latest accountancy and forecasting technology to provide a competitive, value-added service
- Staff retention fully considered and anticipated
- Firm strengths are Business advisory, specialist business services, commercial Finance
- High client retention rates

For more information please call 01765 698 699 and quote the reference number 178868

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Up front budget: £50,000

Current turn over circa: £20,000

Cash offer: 1.3 x GRF

Established since: 2018

Locations: Devon

Additional Notes: - Wide range of services and specialities including tax consultancy, CGT, trust administration, estate complex tax, future tax planning and more
- Looking to take over client banks or practice up to £50,000 in turnover across Devon and Cornwall
- Happy to to work with outgoing owner to ensure highest level of client retention
- Good degree of flexibility to ensure success of acquisition

For more information please call 01765 698 699 and quote the reference number 178813

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Up front budget: £75,000

Current turn over circa: £200,000

Cash offer: up to 1.3x GRF

Established since: 2018

Locations: Pembrokeshire,South Glamorgan

Additional Notes:
-Cloud based.
-Cash for deposit.
- Can offer flexible payment terms.
-Will retain staff and premise.

For more information please call 01765 698 699 and quote the reference number 178780

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Up front budget: £100,000

Current turn over circa: £100,000

Cash offer: up to 1.4x GRF

Established since: 2002

Locations: Pembrokeshire

Locations: Swansea

Additional Notes:
-Cash for deposit.
-Principal led client service.
-Ability to retain staff and/or premises.

For more information please call 01765 698 699 and quote the reference number 178761

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Up front budget: £75,000

Current turn over circa: £500,000

Cash offer: Up to 1.3 x GRF for the right opportunity

Established since: 2003

Locations: Carmarthenshire

Additional Notes:
- Chartered Certified Practice
- Experienced, successful acquirer
- Cash ready for acquisition
- Established for over 10 years,
- Looking to acquire in Pembrokeshire/Carmarthenshire areas
- Staff retention fully considered and of interest
- Retention of premises a consideration

This acquirer is focused on helping a range of clients and tailors their services to the needs and wants of clients.

With a flexible approach to making an acquisition work for all parties, this is an excellent opportunity for those looking for the right succession

For more information please call 01765 698 699 and quote the reference number 178690

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Up front budget: £200,000

Current turn over circa: £1,000,000

Cash offer: Up to 1.3 x GRF for the right opportunity

Established since: 2013

Locations: Bristol

Additional Notes:
- Highly professional practice
- Cash ready for acquisition and able to move quickly
- Experienced acquirer who retained over 90% of clients from their last acquisition
- Tax and business advisory focused along with wider services such as commercial finance, management accounts, business strategy; forecasts; EIS, R&D, business planning, and more
- Very strong client focus
- The firm boasts excellent staff who are well looked after with above-market rates of pay and excellent employee benefits package
- Staff retention of strong interest
- Retentiopn of premises considered
- Very strong organic growth, typically 10-15%, from strong marketing communications and client referrals - Highly regarded by professional peers who are another strong source of referrals
- Using Sage, Xero, Quickbooks, inhouse CRM, Excel

Looking to make a quality acquisition to deploy their excellent range of services, knowledge and professionalism to a wider audience and continue to recruit and retain the best accountancy talent.

For a competitive offer and full peace of mind, this is an excellent acquirer not to be missed.

For more information please call 01765 698 699 and quote the reference number 178557

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Up front budget: £50,000

Current turn over circa: £2,000,000

Cash offer: Up to 1.3 x GRF for the right opportunity

Established since: 1996

Locations: Gwynedd

Additional Notes:
- Chartered Certified
- Long-established firm
- Cash available for acquisition
- Experienced acquirer
- Very high client retention
- Excellent client relationships and service standards
- Providing the full array of accountancy, tax, audit service, and much more
- Premises considered
- Staff retention considered
- Tailored service proposition
- Using a wide range of software and technology for efficiency and client needs and preferences

This is a highly professional, client-focused firm who tailor their service to clients and are focused on making an acquisition as successful as possible for all concerned.

For more information please call 01765 698 699 and quote the reference number 178640

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Up front budget: £150,000

Current turn over circa: £500,000

Cash offer: Up to 1.6 x GRF for the right opportunity

Established since: 2009

Locations: Cardiff

Additional Notes:
Additional Notes:
- Retiring Accountant Buyers Guild Acquirer
- Experienced acquirer
- Cash available for further Acquisition
- Established and skilled firm

- Chartered Certified Practice
- Highly popular and personable firm who has grown well through organic growth and client referrals
- Very high client retention
- Long standing clients
- Long serving well trained staff structure
- General practice and able to meet a wide range of accounting, advisory and tax needs
- Particularly adept with commercial clients with 70% of the existing portfolio being limited companies
- Retention of staff fully considered and of strong interest
- Retention of existing business premises fully considered and of interest
- Service proposition tailored to client need and preference
- Full use of cloud based software including Xero, Sage, Tax Calc, Sage services

This is a highly personable, professional and successful firm who pride themselves on providing a 1st class client service.

Serious about acquisition and actively looking for opportunities of client fee blocks or practices from Cardiff to Abergavenny and surrounding areas.

For more information please call 01765 698 699 and quote the reference number 178633

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Up front budget: £150,000

Current turn over circa: £500,000

Cash offer: Up to 1.6 x GRF for the right opportunity

Established since: 2011

Locations: Bristol

Additional Notes:
- Retiring Accountant Buyers Guild Acquirer
- Experienced acquirer
- Cash available for further Acquisition
- Established and skilled firm

- Chartered Certified Practice
- Highly popular and personable firm who has grown well through organic growth and client referrals
- Very high client retention
- Long standing clients
- Long serving well trained staff structure
- General practice and able to meet a wide range of accounting, advisory and tax needs
- Particularly adept with commercial clients with 70% of the existing portfolio being limited companies
- Retention of staff fully considered and of strong interest
- Retention of existing business premises fully considered and of interest
- Service proposition tailored to client need and preference
- Full use of cloud based software including Xero, Sage, Tax Calc, Sage services

This is a highly personable, professional and successful firm who pride themselves on providing a 1st class client service.

Serious about acquisition and actively looking for opportunities of client fee blocks or practices in the Bristol area.

For more information please call 01765 698 699 and quote the reference number 178632

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Up front budget: £500,000

Current turn over circa: £3,000,000

Cash offer: Up to 1.3 x GRF for the right business

Established since: 2012

Locations: Berkshire

Additional Notes:
- Award-winning and industry recognised firm
- Chartered and Chartered certified accountants with over 20 years experience
- Cash available and ready and keen to make an acquisition right now
- Strong interest in corporate client-focused practices
- A keen interest in fast-growing, ambitious companies, ideally in the Tech, Medical or Finance sectors with a need for R&D, EIS and other such schemes
- A specialist acquirer looking to provide accountancy, Corporate Law and Commercial Finance services to clients
- Staff retention a keen focus
- Retention of business premises of interest
- A flexible mindset to making the acquisition work for all parties

This is a highly professional, knowledgeable and skilled firm with cash available to acquire a high-quality, corporate focused firm on competitive terms right now

For more information please call 01765 698 699 and quote the reference number 178620

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Up front budget: £100,000

Current turn over circa: £400,000

Cash offer: up to 1.5 x GRF for the right opporunity

Established since: 2013

Locations: Bristol

Additional Notes:
- Retiring Accountant Buyers Guild Acquirer
- Highly experienced firm looking to acquire a practice or block of clients in the Bristol area
- Cash ready to proceed with an acquisition
- This firm provides a wide range of accountancy services, providing excellent stat accounting, VAT, Payroll, business advisory, Book Keeping, Management accounting, legal services, and more!
- ACCA, CIMA, and AAT qualifications within the practice
- Very high client retention and long term client relationships demonstrate their ability to look after clients to a very high and consistent standard
- Staff retention fully considered
- The firm, fully MTD ready, make excellent use of technology to ensure clients have complete access to information and ensure a highly efficient, responsive service with time and focus spent on advisory needs and client relationships
- Using Xero, Quickbooks, and Receipt bank

This firm has a flexible approach to acquisition and is focused on making the acquisition a total success for all parties.

This is a very high quality firm who will provide full peace of mind that clients will be looked after post-sale to the highest standards.

For more information please call 01765 698 699 and quote the reference number 178597

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Up front budget: £200,000

Current turn over circa: £1,000,000

Cash offer: Up to 1.4 x GRF for the right opportunity

Established since: 2011

Locations: Anglesey

Additional Notes:
- Chartered Practice
- Top 4 trained leadership
- Experienced, highly successful acquirer
- Cash ready and available for acquisition
- Established for over 10 years
- Specialists in working with owner-managed businesses, offering compliance services such as accounts prep, VAT returns and payroll, tax and business advice
- The firm takes great pride in the quality of services provided to clients
- Focused on becoming an integral part of clients businesses
- A highly personable and professional firm
- Staff and retention of premises fully considered
- 95% client retention from a previous acquisition

This firm has a flexible approach to making an acquisition work for all parties.

For more information please call 01765 698 699 and quote the reference number 178579

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Up front budget: £100,000

Current turn over circa: £500,000

Cash offer: Up to 1.3 x GRF for the right opportunity

Established since: 2009

Locations: Somerset

Additional Notes:
- Well established qualified practice
- Very experienced, professional and knowledgeable firm
- Successful acquirer having acquired several firms previously
- Providing a broad range of accountancy, tax and business advisory services
- High client retention rates
- Long term client service relationships
- Looking for further growth by acquisition as part of a key strategic plan
- Looking to acquire client blocks of fees or practices
- Staff retention fully considered
- Retention of business premises fully considered

This acquirer has a flexible mindset to making the acquisition work for all parties and will provide full peace of mind in working to ensure the highest levels of client retention.

For more information please call 01765 698 699 and quote the reference number 178548

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Up front budget: £500,000

Current turn over circa: £3,000,000

Cash offer: Up to 1.3 x GRF for the right business

Established since: 2012

Locations: Bristol

Additional Notes:
- Award-winning and industry recognised firm
- Chartered and Chartered certified accountants with over 20 years experience
- Cash available and ready for acquisition right now
- Strong interest in corporate client-focused practices
- A keen interest in fast-growing, ambitious companies, ideally in the Tech, Medical or Finance sectors with a need for R&D, EIS and other such schemes
- A specialist acquirer looking to provide accountancy, Corporate Law and Commercial Finance services to clients
- Staff retention a keen focus
- Retention of business premises of interest
- A flexible mindset to making the acquisition work for all parties

This is a highly professional, knowledgeable and skilled firm with cash available to acquire a high-quality, corporate focused firm on competitive terms right now

For more information please call 01765 698 699 and quote the reference number 178480

REQUEST INFORMATION

Up front budget: £50,000

Current turn over circa: £50,000

Cash offer: up to 1.4 x GRF for the right opportunity

Established since: 2017

Locations: Exeter

Additional Notes:
- Chartered practice
- Top 4 trained and experienced leadership
- Excellent use of technology to make dealing with accountancy needs easier for clients, handle their accountancy needs more efficiently and be more informed about their business with real-time information
- Clients place full trust and control of finances with the firm from bookkeeping through to accounts
- Business advisory and full accountancy services
- This firm has an excellent infrastructure, putting the right, scaleable systems in place to ensure a consistently high level of service can be provided to clients
- Very knowledgeable and capable practice
- Highly recommended firm

Looking for acquisition opportunities in the Exeter area

For more information please call 01765 698 699 and quote the reference number 178334

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Up front budget: £150,000

Current turn over circa: £450,000

Cash offer: Up to 1.5 x GRF for the right opporunity

Established since: 2002

Locations: Dorset

Additional Notes:
- This is a Retiring Accountant "Elite Buyers Guild Acquirer" which means they have the cash available, excellent experience, and capacity to move forward with an acquisition right now
- Chartered Certified Practice
- Previous highly successful acquisition
- Very experienced and highly skilled partners focused on adding value to client relationships
- Excellent client retention
- Highly referred firm from very happy clients and professionals
- Partner-led client service proposition
- Tailored client service focused on client needs and requirements
- Dealing with a broad spectrum of clients the firm is particularly specialist and experienced in the provision of business services such as strategic planning, cash flow management, business planning and more
- Using Sage, Xero, Quick books, Tax calc,
- Staff retention fully considered
- Retention of existing office premises given full consideration
- This acquirer is focused on ensuring minimal disruption through the transition and building on the strengths of the current owner

* This acquirer has a flexible approach to acquisition and is open to discussion regarding different exit strategies *

For more information please call 01765 698 699 and quote the reference number 178456

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Up front budget: £300,000

Current turn over circa: £400,000

Cash offer: Up to 1.35 x GRF for the right opportunity

Established since: 2014

Locations: Portsmouth

Additional Notes:
- This is a Retiring Accountant "Elite Buyers Guild Acquirer" which means they have the cash available, excellent experience, and the resources to move forward with an acquisition right now
- A highly knowledgeable and skilled accountancy and business advisory firm
- A Chartered practice, with "top 4" trained leadership and repeated success with a further two top 10 firms
- With a wealth of industry and general practice experience this firm provides a tailored face to face service for clients
- Cloud based services provide clients with real time access to information and builds efficiencies into the practice to enable more value added time with clients
- The firm boasts a highly qualified, competent and well-structured accountancy team ensuring a very efficient work flow and high service standards
- The firm is very interested in acquiring blocks of fees or a practice in the Portsmouth, Southampton and surrounding areas
- Staff retention of interest
- Premises a consideration
- Strong organic growth
- High client retention and long term client relationships

This acquirer provides a holistic approach to helping clients get to the next level with their business with provision of training. personalised goal setting and meaningful information to help clients achieve their goals

For more information please call 01765 698 699 and quote the reference number 178331

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Up front budget: £200,000

Current turn over circa: £1,000,000

Cash offer: Up to 1.3 x GRF for the right opportunity

Established since: 1990

Locations: Taunton

Additional Notes:
- This is a Retiring Accountant "Elite Buyers Guild Acquirer" which means they have the cash available, excellent experience, and resources to move forward with an acquisition right now
- Chartered Certified Practice
- Established for over 10 years
- Experienced acquirer with previous highly successful acquisitions
- Ideally looking for a block of fees up to £100,000 or small practice to acquire as part of their growth plans
- Looking for opportunities in Taunton and 15 miles surrounding area
- This is a highly experienced practice who pride themselves on catering for all clients from personal tax and small sole traders up to large limited companies with turnovers of several million.
- With very high service standards, same day client call backs and a highly client focused service proposition this firm enjoys high levels of growth through word of mouth and client referrals.
- Very high over 97% client retention
- Client relationships since business inception
- Staff retention a consideration
- High regard for face to face service but equally adept at providing a remote service using the latest software should clients prefer

This highly skilled firm have a flexible mindset to making acquisitions work and combine a blend of knowledge, experience and attention to detail to provide full peace of mind to accountancy business sellers

For more information please call 01765 698 699 and quote the reference number 178377

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Up front budget: £50,000

Current turn over circa: £500,000

Cash offer: Up to 1.3 x GRF for the right acquisition

Established since: 1988

Locations: Oxford

Additional Notes:
- Established for over 30 years
- This practice has a keen focusing on spending more time with clients to help them to be more successful
- Priding themselves on excellent customer service the practice makes great use of technology to streamline the compliance side of the business to free up the time for more interesting, goal focused and rewarding time with clients
- This acquirer has cash available for acquisition and are looking for owner managed business clients who buy into the concept of using online software to save time and focus more on advisory and success focused discussion
- Serviced tailored to client needs and requirements
- Staff retention of strong interest with the acquisition
- Premises a consideration
- This acquirer has very high client retention rates and has maintained strong, loyal client relationships of over 30 years

This is a professional, approachable and highly knowledgeable and skilled firm looking for acquisition opportunities across Oxfordshire

For more information please call 01765 698 699 and quote the reference number 178361

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